Investment Tax Specialist

6 days ago

Sydney, New South Wales, Australia beBeeInvestmentTax Full time $200,000 - $250,000
Job Opportunity: Investment Tax SpecialistOverview

We are seeking an experienced investment tax specialist to join our team. The successful candidate will play a key role in shaping our investment tax strategy and ensuring tax-informed decision-making across domestic and international transactions.

Main Responsibilities
  • Provide expert tax advice on investment structures, due diligence, portfolio management, and complex compliance across asset classes.
  • Manage relationships with external tax advisors and internal stakeholders across investments, legal, and risk.
  • Monitor legislative changes and assess any potential impact to the fund's investments and contribute to industry submissions and internal readiness.
  • Coach and develop team members while driving continuous improvement and innovation in the investment tax function.
  • Lead the delivery of tax research, policy development, and regulatory engagement aligned with our tax strategy.

This is a leadership role with real impact - protecting member outcomes and ensuring investments are within our tax risk appetite.

Requirements

To be successful in this role, you will need:

  • Deep expertise in investment tax, with experience across deals, international structures, and superannuation or funds management.
  • Strong technical tax knowledge (Australian and foreign), with the ability to deliver clear, actionable advice.
  • Skilled communicator and negotiator, confident engaging with senior stakeholders and external advisors.
  • Demonstrated leadership in managing teams and complex deliverables in a high-performance environment.
  • Holds relevant tertiary qualifications in commerce or law, with postgraduate law or accounting credentials highly regarded.

You will have the opportunity to work with a talented team and make a significant contribution to our organisation's success.

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